Adam Olszewski
Articles
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Account Adjustment and Client Refund Use Cases
This article will describe the account adjustment and client refund transaction types depending on the action you are trying to accomplish. ACH Debits will only affect RTR balance in either of two...
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Sending a Lender Submission Via Email
This article describes how to send a lender submission via email. Assumptions: This would be under the assumption that you already have set up your lender in the Lenders tab in the CRM. For inform...
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How to Add Syndicate Partners for Syndication
This article describes the process of adding syndicate partner companies and their banking information and explains how to add the syndicate user to the Centrex CRM system. Initially, when viewi...
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How to Add an ACH Client Debit to an Advance
This article was developed to describe how to add an ACH Client Debit to an advance with the option to manually clear it or have the transaction be picked up by the processor. Steps for How to A...
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Duplicate Management User Interface
This article describes the user interface (UI) of the Duplicate Management function of the CRM. Overview The Duplicate Management function is designed to find and prevent duplicate records by compa...
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Merging Duplicate Contacts
This article was developed to describe the steps involved in merging duplicate contacts within the Forth CRM system.The De-Dupe tool allows you to search for contacts with a single data point in co...
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How to add an Early Payoff Discount and Payoff the Balance on an Advance
This article was developed to describe the process of how to add an early payoff discount and how to payoff a balance early on an advance. Adding an early payoff discount on an advance For this e...